See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,750 | $54,517-80.3% | $75,972-85.8% | $74,495-85.6% |
| Participation rate | 44.9% | 60.3%-15.5pp | 69.1%-24.2pp | 67.2%-22.3pp |
| Annual return | 13.74% | 31.82%-18.1pp | 359.55%-345.8pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $606 | $1,777-65.9% | $2,685-77.4% | $2,623-76.9% |
| Participant deferral / active EE | $1,579 | $3,066-48.5% | $4,255-62.9% | $4,346-63.7% |
| Admin fee / account holder | $405 | $2,229-81.8% | $6,467-93.7% | $1,942-79.1% |